Essential 40 Stock I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 12.09 / 1.14 %
- Total Assets 48.0 Mil
Adj. Expense Ratio
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 1.29%
- Turnover 21%
Morningstar’s Analysis ESSIX
Will ESSIX outperform in future?
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